RETIREMENT

How did I ever find time to work?

INVESTING

I'm not working but my money is.

FIDUCIARY

So You Can Sleep Well at Night

YOUR NEXT STEP

Call Us: (407) 622-6669

About YOU

We work with a small number of clients. They all have their own personal goals and objectives, but they all have the same qualities which make them an ideal fit to work with us. See if Richard E. Reyes, CFP®, The Financial Quarterback™ is the right fit for you.

About ME

Richard E. Reyes, CFP®, The Financial Quarterback™ provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client’s needs. It’s not only about retiring, but more importantly about formulating a plan to stay retired.

Our Process

We focus on YOU. We are a financial planner, investment advisor, and coach. We are strikingly different to what you’re used to from the usual providers of financial advice. Our loyal clients seem to agree.

Copyright The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [webdesign]